Sigma Planning Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
2,747
+5
| +0.2% | +$1.23K | 0.02% | 661 |
|
|
2025
Q1 | $578K | Sell |
2,742
-1,153
| -30% | -$243K | 0.02% | 669 |
|
|
2024
Q4 | $916K | Buy |
3,895
+1,040
| +36% | +$245K | 0.03% | 520 |
|
|
2024
Q3 | $628K | Sell |
2,855
-2,912
| -50% | -$641K | 0.02% | 656 |
|
|
2024
Q2 | $1.24M | Buy |
5,767
+356
| +7% | +$76.4K | 0.04% | 416 |
|
|
2024
Q1 | $1.06M | Buy |
5,411
+3,481
| +180% | +$679K | 0.03% | 491 |
|
|
2023
Q4 | $338K | Sell |
1,930
-1,378
| -42% | -$241K | 0.03% | 591 |
|
|
2023
Q3 | $509K | Sell |
3,308
-78
| -2% | -$12K | 0.02% | 710 |
|
|
2023
Q2 | $537K | Sell |
3,386
-141
| -4% | -$22.4K | 0.02% | 708 |
|
|
2023
Q1 | $490K | Sell |
3,527
-2,811
| -44% | -$391K | 0.02% | 799 |
|
|
2022
Q4 | $764K | Sell |
6,338
-2,967
| -32% | -$358K | 0.03% | 590 |
|
|
2022
Q3 | $1.11M | Sell |
9,305
-636
| -6% | -$76K | 0.04% | 418 |
|
|
2022
Q2 | $1.25M | Buy |
9,941
+751
| +8% | +$94.1K | 0.04% | 387 |
|
|
2022
Q1 | $1.46M | Buy |
9,190
+1,950
| +27% | +$310K | 0.04% | 405 |
|
|
2021
Q4 | $1.26M | Sell |
7,240
-6,737
| -48% | -$1.17M | 0.04% | 454 |
|
|
2021
Q3 | $2.13M | Buy |
13,977
+580
| +4% | +$88.6K | 0.06% | 313 |
|
|
2021
Q2 | $2.02M | Sell |
13,397
-3,813
| -22% | -$574K | 0.06% | 325 |
|
|
2021
Q1 | $2.32M | Sell |
17,210
-6,204
| -26% | -$835K | 0.07% | 284 |
|
|
2020
Q4 | $3.12M | Buy |
23,414
+801
| +4% | +$107K | 0.11% | 201 |
|
|
2020
Q3 | $2.75M | Sell |
22,613
-1,205
| -5% | -$146K | 0.11% | 198 |
|
|
2020
Q2 | $2.54M | Buy |
23,818
+4,136
| +21% | +$441K | 0.11% | 188 |
|
|
2020
Q1 | $1.66M | Sell |
19,682
-910
| -4% | -$76.7K | 0.1% | 208 |
|
|
2019
Q4 | $1.99M | Buy |
20,592
+17,300
| +526% | +$1.67M | 0.08% | 242 |
|
|
2019
Q3 | $287K | Buy |
+3,292
| New | +$287K | 0.01% | 771 |
|